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A confluence of factors must come together to create a resilient portfolio:
1. Market risk mitigation
2. Income predictability and maximization
3. Tax-efficiency
When all three come together in harmony, the result is a resilient portfolio that can withstand many of the toughest challenges retirees face. In this episode, we dive in elements to make your portfolio more resilient as well as discuss the importance of the critical "Retirement Red Zone".
By Axios Capital StategiesA confluence of factors must come together to create a resilient portfolio:
1. Market risk mitigation
2. Income predictability and maximization
3. Tax-efficiency
When all three come together in harmony, the result is a resilient portfolio that can withstand many of the toughest challenges retirees face. In this episode, we dive in elements to make your portfolio more resilient as well as discuss the importance of the critical "Retirement Red Zone".